$SHOP

SHOP

Shopify Inc.

All takes and content in this window

As of 09-26
09-25
Rich HabitsPublished 2026-09-25
“Public Launches Prediction Markets, Meta's Muse Charm, & $2T of Debt”Deutsche Bank analyst
$SHOPBullish
Meta Muse integration strengthens Shopify's competitive advantage and validates its core business; SHOP is worth watching for optimists.

Meta launched new devices this week, and Shopify gave them the green light to move forward.

Two days before the Connect conference , the CEO of Shopify described it as an easy and fun way to shop and complete purchases using Muse. This tells me that Muse will no longer just recommend a product, but will complete the purchase process through the Shopify platform without even touching the checkout page, which is kind of crazy, Robert.

09-17
Schwab NetworkPublished 2026-09-17
“Chris Wang on PLTR, META, SHOP Stock Picks Amid AI Safety Concerns”
$SHOPBullish
SHOP is a short-term AI beneficiary due to agent-ready infrastructure and growth, but faces risk from high oil prices impacting consumer spending.

Another name associated with this platform is " Shopify". I'm interested to know your opinion, you know , on how Shopify finds itself in this awkward period of software and infrastructure turmoil, but perhaps not as quickly as some had anticipated.

Yes, of course. I mean, I think Shopify is stuck in a debate about whether it will be excluded from mediation or whether it will benefit? Um, I think I'm leaning towards the beneficiaries camp at least in the short term because they have built pathways that allow AI agents to shop efficiently.

They have built this huge catalog that all their merchants can access, which is specially structured data for artificial intelligence so that it can understand what the merchant is actually selling and the payment process is very seamless.

I mean, artificial intelligence will provide these opportunities, but it has to do so in an effective way. He doesn't just want to browse everything on the internet. That will take a very long time.

Yes , so Shopify gives AI agents the ability to connect quickly and process things quickly.

09-03
The Intrinsic Value PodcastPublished 2026-09-03
“Ranking our Portfolio Watchlist – Meta, CSU, Copart, Shopify (Tier List)”
$SHOPNo side taken
Shopify has strong fundamentals (32% growth, margin expansion) but high valuation and unresolved AI questions lead to a neutral/negative current stance ('too hard pile', 'D' rating).

I'm actually working on an updated podcast on Shopify. So, that'll be be coming out in about uh a month or two.

All right. Now, an hour and 40 minutes down and two companies to go. Um, how about we do we do Shopify first? It's a company that was covered a while ago on the podcast.

Older record
Showing 3 / 3 on this page
See this ticker’s full history